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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,078 | $202,342-81.2% | $172,752-78.0% | $152,897-75.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.96% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $11,634 | $5,858+98.6% | $5,144+126.2% | $4,764+144.2% |
| Participant deferral / active EE | $14,593 | $5,948+145.3% | $5,198+180.8% | $5,851+149.4% |
| Admin fee / account holder | $297 | $17,111-98.3% | $13,955-97.9% | $11,599-97.4% |